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877.520.1525
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 * Products
    * Client Portal
    * Electronic Signature Software Overview
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 * Pricing
 * Customers
    * Industry Reviews
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      * Are You Ready for Another Virtual Tax Season?
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TIME AND BILLING PRACTICE MANAGEMENT SOFTWARE


ALL-IN-ONE SOFTWARE FOR ACCOUNTING FIRMS:



Time and Billing



Due Date Management



Secure File Sharing



Electronic Signature




Payments



Schedule a Demo
check out pricing





IMAGINETIME BY THE NUMBERS

$500M+

Invoiced Annually

1,500+

Professional Firms

7,000+

Active Users

20+

Years of Success



PRODUCT OVERVIEW

a practice management software that won’t hold your firm back.
 * Client Portal Software
 * Time & Billing Software
 * Due Date Tracking Software
 * CRM Software
 * Reporting & Analytics

CLIENT PORTAL SOFTWARE


IMAGINESHARE - SOPHISTICATED CPA CLIENT PORTAL

Stop chasing your clients for forms, receipts, statements, and returns, and let
ImagineTime do it for you. Our convenient, secure Client Portal will
automatically send clients friendly nudge reminders for deadlines and due dates,
so you can spend less time emailing and more time managing your firm.

The Client Portal uses 256-bit bank-level encryption to protect client
information. Your clients can rest easy knowing their data is safe, and you can
avoid the costs of a breach. Our Cloud-based system also saves and backs up all
data, so it will always be accessible, even if your hardware is damaged.

Learn More About Our Client Portal Software

TIME & BILLING SOFTWARE


TIME BILLING TRACKER FOR CPAS

Spend less time filling out time slips, and more time growing your practice. Our
easy-to-use time and billing software for CPAs lets you keep all your billing
data in one place, reducing the risk of mistakes and saving you money. Our time
entry software module lets staff members efficiently record time and expenses.

ImagineTime’s time billing software allows staff members to easily generate
bills; edit or delete invoices; change billing options; and more. You can even
create invoices using our invoice templates. It’s a fast, easy way to manage all
your time & billing information in one safe, centralized location.

Learn More About Our Time & Billing Software

DUE DATE TRACKING SOFTWARE


DUE DATE MANAGEMENT FOR CPAS

Our convenient due date tracking software can help you manage important client
and firm deadlines, so that there’s never a last-minute rush, and your firm
always knows where it stands. Choose between our simplified tracking option; or
track smaller, detailed steps with our detail tracking option.

Our accountant due date management tracking system enables you to avoid late
penalties; increase employee productivity; notify staff members when
high-priority items are due; managing deadlines; and delegate efficiently.
ImagineTime even lets you replicate and carry over information from client to
client and year to year.

Learn More About Our Due Date Management Software

CRM SOFTWARE


CUSTOMER RELATIONSHIP MANAGEMENT SOFTWARE

ImagineTime’s Client Relationship Management software lets you efficiently
manage all of your client communication in one place. Generate and print
collection letters; create custom labels and envelopes; send email newsletters
to clients; and send targeted email blasts to different client groups.

No more pink slips, sticky notes, or emailing–our convenient Contact Management
module lets you document all client communications; monitor all client
activities; and create a real-time history of all client data. Data is stored
indefinitely, and can be accessed either months or years from now.

Learn More About Our CRM Software for CPAs

REPORTING & ANALYTICS


REPORTING & ANALYTICS SOFTWARE FOR ACCOUNTANTS

Make smart, data-driven decisions with ImagineTime’s efficient reporting and
analytic software. Our firm profitability reports and employee performance
reports let you compare tracked time versus invoiced time side-by-side, so you
can see exactly what challenges and opportunities impact your firm.

Our automated client reports make it easy to share key account information with
your clients, so that everyone can stay on the same page. You can also view
which client accounts yield the most profits. Stop wasting time and resources
assembling spreadsheets, and spend more time doing what matters.

Learn More About Our Reporting & Analytics Software



LATEST NEWS

As reported in CPA Practice Advisor, ImagineTime “has acquired Mango Billing and
has integrated it into its next-generation practice management solution for
accounting firms”.

Read the Full Article

As reported on PYMNTS.COM, ImagineTime is being “modernized because accounting
firms of today want [Software-as-a-Service (SaaS)], hosted solutions and a
modern interface designed for the web in mind.”

Read the Full Article

Join Esther Shpitalnik this week as she chats with Carl Coe, CEO of ImagineTime.
They discuss how he went from living out of his car his senior year of high
school, to starting a side hustle in the tire business while working in software
sales, and eventually landing as CEO of a software company.



“What gets measured gets done.” Variations on this little management cliché have
made the rounds for decades, and for good reason. Measuring the right data is
key to making sound strategic decisions and running a more efficient, profitable
company. ImagineTime discusses the Top 5 KPIs You Should Track Every Month.

Read the Full Article

“The more efficiently a firm and its employees can work, the more profitable
they will be. This is why having good systems and workflows in place is
essential for success.” In this article, Carl Coe discusses The 6 Practice
Management Workflows Every Accounting Firm Should Master.

Read the Full Article

“Practice management software can be a valuable tool to guide your firm to
profitability. If you choose the wrong solution, however, it can set your firm
back in both time and money invested. The process of shopping for a new software
suite can seem daunting to a small firm owner. But it doesn’t need to be that
way if you know how to evaluate your options.”  Learn How To Evaluate Practice
Management Software with Carl Coe.

Read the Full Article


SEAMLESS INTEGRATIONS



Your Practice, Made Perfect
Ready to increase your efficiency and client communication?
Request a Free Demo



TRUST OUR CUSTOMERS

we’ve been doing this for more than 20 years.

It’s the best customer support I’ve ever received from a company. Love calling
ImagineTime Support. Always helpful and always have the answers.


ImagineTime has been one of the best purchases I have made with our CPA firm; it
is easy to use. You helped us from day one with the setup and if I need to call
support you always get back with us quickly.


We wish we changed over to ImagineTime much sooner. It has improved our billing
practices and our profits tremendously. We can’t thank you enough.


BOLSTERING THE POTENTIAL OF PRACTICES ACROSS THE GLOBE

get started with imaginetime today.

Most of our customers come to us with one thing in common: the need for a
practice management software and taskflow management solution that doesn’t hold
them back. Maybe they’re exhausted from hidden costs, lack of customer support,
or a lack of key features. Or maybe they’re just looking for a product that will
accommodate their business’ unique needs, rather than slowing it down. Whatever
your practice’s needs, we can help. We are problem-solvers and practice
management fanatics. We can’t wait to partner with your team and discover your
firm’s true potential.

Resource Library
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CLIENT PORTAL

 * Client Portal Software Overview
 * Client Relationship Management (CRM) Software
 * Contact Management Software
 * Calendar Scheduling Software

TIME & BILLING

 * Time & Billing Software Overview
 * Time Entry Software
 * Billing Software
 * Accounting Software
 * Legal Software
 * Invoice Samples
 * Credit Card Processing Software

DUE DATE TRACKING

 * Due Date Tracking Software Overview
 * Workflow Management Software
 * Deadline Management Software

REPORTING & ANALYTICS

 * Reporting & Analytics Overview
 * Profitability Reporting Software
 * Client Reporting Software
 * Employee Reporting Software

INTEGRATIONS

 * Integrations Overview
 * QuickBooks Integration
 * Mobile Integration
 * Document Management Software

COMPANY

 * About Us
 * Customers
 * News & Articles
 * Contact Us
 * Resources
 * Support
 * Licensed User Download


Request A Demo






Copyright © 2000-2021. ImagineTime Inc. All Rights Reserved. Privacy Policy.
141 Laurel Hill Drive, Rutherfordton NC, 28139 | 9am - 6pm ET



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 * 2020 Time & Billing Review
 * 2019 ImagineShare Review

2020 TIME & BILLING REVIEW


2020 REVIEW OF IMAGINETIME TIME & BILLING

ImagineTime is a complete practice management application that includes
excellent time and expense management capability. Along with the time and
billing feature, ImagineTime also offers a client portal, due date tracking,
reporting and analytics, and solid integration capability. Best suited for
mid-sized professional service firms including accounting firms, ImagineTime is
available as an on-premise application as well as on the cloud.

ImagineTime also includes a mobile app that works with both iOS and Android
devices, with the mobile app offering complete mobile timekeeping capability.

ImagineTime offers seamless integration with third-party tax software
applications including UltraTax, Lacerte, ATX, ProSeries, and Drake.

ImagineTime includes a searchable knowledge base that offers easy access to
instructional materials including the ImagineTime Manual. FAQs are available for
browsing, and users can open a new support ticket or check ticket status from
the support page if desired. Users can also access support via telephone if
desired, with the option to request a remote support session if necessary.

ImagineTime is well suited for professional services firms of any size.
ImagineTime’s Time & Billing module is currently $25 per user, per month. Other
modules available include a Client Portal for $25 per user, per month, a Due
Date/Workflow Management module for $25 per user, per month, or the option to
purchase the complete Practice Management Suite which includes all client
portal, time & billing, and due date management features, for $70 per user, per
month. Those interested in ImagineTime can request a product demo directly from
the vendor.

For the full review, click here.

2019 IMAGINESHARE REVIEW


2019 REVIEW OF IMAGINESHARE FROM IMAGINETIME

ImagineShare is a new client portal now offered by ImagineTime, a comprehensive
Practice Management suite of applications well suited for both the accounting
and the legal profession. In addition to ImagineShare, ImagineTime also includes
time and billing, due date tracking, a CRM, and reporting and analytics.
Intended as a workflow and communication platform between client and firm, the
client portal makes it easy share documents with clients in a safe, secure
fashion, providing a real time communications record for each client. A mobile
app is also available for both iOS and Android smartphones and tablets, with
users able to access, upload, and download documents from their device.

The ImagineShare client portal can be easily branded with any firm’s identifying
information including a logo and color scheme. Upon logging in to the portal, a
list of all clients will be displayed, along with their contact information.
Once a client is chosen, a chronological view of all activity that has taken
place between the firm and the client will be displayed.

ImagineShare, the client portal recently added to ImagineTime is an excellent
addition to a very strong application and will drastically reduce the amount of
paperwork that needs to exchange hands. The ImagineTime Client Portal is
available for $25 per user, per month, based on yearly billing, or $35 for
month-to-month billing. The Full Practice Management solution includes the
Client Portal, Time & Billing, and Due Date Management and is available for $70
per user, per month.

For the full review, click here.

CLOSE

Have a document you need to share or get signed? Now you don’t even have to
upload it to ImagineShare! We added the capability to create share links and
request signatures to our Secure Send Print Driver to make requesting signatures
for tax forms even easier. 🖨️

We get it… Accounting professionals deal with a TON of files. In addition to
Nudges and new Print Driver features, we also released a ton of new ways to
organize the documents you want and eliminate the ones you don’t need.

Interested in what else is in store? Here is a sneak peek of what we are
releasing over the next couple of weeks:
✅ Stay compliant with Knowledge-Based Authentication… without having to leave
ImagineShare!
✅ Too many emails? Only get notified about events that to you.
✅ Get a birdseye view of what files have been shared outside your organization
and manage ongoing access.

CLOSE

Here’s what’s new:

🔔 You can finally stop wondering if your client saw the file you just sent
them. From now on, the client will receive a notification for new files, and the
first time a file is viewed or downloaded, you will receive an email
notification.

📖 Not every client sticks around forever, and it can be annoying to constantly
see their name on your client list. You can now delete clients & contacts you no
longer need or just remove a specific contact from a client.

❌ Accountants deal with a TON of files and deleting them one-by-one is a pain.
With bulk file deletion, wasting time is a thing of the past.

💼 Individually assigning staff to clients can take hours – especially if you
have a big book of business. You can now assign staff members to multiple
clients with the press of a button.

Interested in what else is in store? Here is a sneak peek of what we are
releasing over the next couple of weeks:
✅ Good news Gmail users! The Gmail Plugin is in development so you can securely
exchange files without leaving your inbox.
✅ Want more control? With Granular Permissions, you get to decide who has access
to what.
✅ Get a detailed history of who has uploaded, accessed, or downloaded files with
our Audit Trail.

CLOSE

Here’s what’s new:

🔥 Gmail Add-In
Are you a Gmail user? Now you can send files, request files, and request
signature from Gmail using our ImagineShare Gmail Plugin. Click here if you
would like to check out the Chrome Extension for ImagineShare!

📁 Folders
We get it… Accountants deal with a TON of files, and you need an easy way to
organize and sort these files. With Folders, you will be able to create
subfolders to organize your files just like you were in the File Explorer!

🔍 Audit Trail
Have you ever been curious if your client viewed or downloaded a file? With our
Audit Trail, you will be able to see the history of your files stored in the
ImagineShare portal at any time.

🌐 Website Embed
Have you ever wanted your clients to be able to send you files without leaving
your website? With our Website Embed, this is 100% possible! There is no
programming necessary and all of the code you will need is included – do it
yourself, or pass along to your web manager.

✉️ New Version of Outlook Plugin (COM Add-In)
Anyone NOT using Microsoft Exchange knows it can be hard to find plugins and
add-ins that are compatible with Outlook on their desktop. The COM Add-In will
allow you to send files, request files, and request signature even if you use
POP, IMAP, or an older version of Outlook.

Interested in what else is in store? Here is a sneak peek of what we are
releasing over the next couple of weeks:
✅ Needing more flexibility when requesting electronic signatures? With our
Drag-n-Drop feature, you’ll be able to create custom signature requests without
having to choose a template.
✅ Want to send you client a list of documents you need? With Request Lists,
you’ll be able to request files and track any outstanding requests.
✅ Want more control? With Granular Permissions, you get to decide who has access
to what.

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